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The Self-Service Business Intelligence Suite Rick Pedigo – VP, Sales Sal Corrao – VP, Business Development Solver, Inc.

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Presentation on theme: "The Self-Service Business Intelligence Suite Rick Pedigo – VP, Sales Sal Corrao – VP, Business Development Solver, Inc."— Presentation transcript:

1 The Self-Service Business Intelligence Suite Rick Pedigo – VP, Sales Sal Corrao – VP, Business Development Solver, Inc.

2 Typical Requirements 2

3 Business Analytics Technology Priorities 3 Survey 1: Survey 2: Source: Gartner CIO SurveySource: Gartner CFOs' Top Imperatives From the Gartner CFO Technology Study

4 BI360 Positioning A Full BI Suite that gives Complete Insight 4

5 BI360 Suite – Module Detail 5 Report design (Excel) Ad-hoc Reporting Report execution (Excel, Web, Mobile ) Report distribution (E-mail, Portals) Collaboration Dashboard design (web) Dashboard viewing (web) Collaboration Consolidation & Budgeting database Multi-source Data Warehouse Data Loading (SSIS, File import, Connectors) Form design (Excel) Budget Input (Excel, Web) Forecast Input & Modeling (Excel, Web) Workflow Collaboration

6 BI360 Architecture 6

7 A Closer Look at BI360 7

8 Sample Customers by Industry 8 RetailHealthcareHospitality Media & Entertainment …and many other Manufacturing & Distribution Not-for-Profit Financial Services

9 GROWTH - Fast growing company - Fast growing channel - 100+ Employees Company Background WHY BI360 IS SELECTED - Easy to use - Complete BI Suite - Strong integrations GLOBAL REACH  1500+ Customers in 40+ countries  Offices: US, Canada, EMEA, Asia, India  Partners Globally AWARDS

10 Summary - BI360 Module 10  Live Financial Reporting (GL)  Live Operational Reporting (Sub-ledgers – AP, AR, etc.)  Drill to GL detail and drill across to sub- ledgers for real-time answers  Easy to Learn with Drag and Drop report design in Excel  Web and Mobile reporting to access your reports anywhere  Automatic scheduling and e-mail distribution of reports  Benchmark, KPI and graphical reporting Reporting Excel and Web-based, intuitive and robust Planning Flexible, user-friendly budgeting & forecasting  Excel- and web-based budget and forecast input, streamlined data entry  Pre-built as well as user-defined input templates o Revenue, Expense, Payroll, Capex, Projects, etc. o Balance Sheet and Cash Flow planning o Statistical planning  Budget data immediately available for reporting  Approval workflow with discussion and notification functionality  Can also be used for modelling and what-if analysis Dashboards Web-based convenience, total visibility into your business  Web platform for anywhere, anytime access  Fully customizable dashboard layouts  Interactive charts, scorecards and more  Drag & Drop dashboard design gives instant insight  Business users learn dashboard design in hours, not days  Run real-time on ERP system or on BI360 Data Warehouse with drill-down  Detailed security Data Warehouse Centralize, consolidate & simplify your data, at a fraction of the cost  True multi-source data warehouse  Preconfigured & can be set-up in days...not months  Dramatically reduces time/cost/risk to implement  Integrate to virtually any data source including cloud  User friendly interface built for business users  Trees for enhanced hierarchy reporting for any dimension  Advanced business rules such as Currency, Elimination, etc.

11 BI360 – Next Steps 11 Software Estimate – Provide module interest and user count – Solver/partner will send you the software price estimate Implementation Estimate – Set up call with partner/PMO to discuss needs for services: Installation Training Reporting, budgeting, dashboard and data warehouse implementation Additional Educational Resources – Demo Videos – Webinars – BI360 white paper – BI360 Brochure – Focus 2015 User Conference

12 BI360 Annual User Conference 12 Join us for our Annual BI360 user conference to be held at Hilton La Jolla Torrey Pines, Ca August 22-25, 2016 Includes training for both beginner and advanced users. For more information go to: http://www.solverglobal.com/http://www.solverglobal.com/

13 For more information go to: http://www.solverusa.com/


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